Associate Director - Private Client Tax Services

TN United Kingdom; Manchester; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Associate Director for Private Client Tax Services in Manchester. This pivotal role involves overseeing client relationships, driving business development, and ensuring compliance with internal standards. The ideal candidate will possess extensive experience in private client tax, coupled with strong leadership and project management skills. This innovative firm promotes a hybrid working model, offering a competitive salary and a range of benefits, including private medical insurance and generous holiday allowances. If you are passionate about client service and ready to take your career to the next level, this opportunity is for you.

Benefits

Private Medical Insurance

Life Assurance

Pension

Generous Holiday Allowance

Hybrid Working

Qualifications

• Significant experience in private client tax within a professional practice.
• Proven skills in client relationship management and business development.

Responsibilities

• Lead and manage client relationships while ensuring compliance with internal procedures.
• Contribute to business strategy and conduct financial performance reviews.

Skills

Private Client Tax Experience

Client Relationship Management

Business Development

Team Management

Project Management

Education

Qualified Tax Advisor

Chartered Accountant

Job description

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Associate Director - Private Client Tax Services, Manchester

Location: Manchester, United Kingdom

Job Category: Customer Service

EU work permit required: Yes

Job Reference: 3d96f345186d

Job Views: 9

Posted: 26.04.2025

Expiry Date: 10.06.2025

Job Description

As an Associate Director, you will have overall responsibility for a group of clients, with excellent technical expertise in your field. You will lead and manage client relationships, develop new business, and contribute to staff management.

We are looking for candidates based in Manchester, Leeds, or Harrogate, with in-office collaboration three times a week.

Responsibilities include:

• Providing excellent client service and ensuring customer experience aligns with Conduct Risk framework.
• Achieving Exceptional Advisor competencies and managing client relationships.
• Contributing to business strategy to prioritize client needs and ensure viability.
• Marketing and business development activities as agreed with your Head of Department.
• Ensuring compliance with internal procedures to mitigate risk.
• Conducting financial performance reviews with direct reports.
• Managing WIP and debtor policies.
• Managing day-to-day operations of direct reports and conducting annual development reviews.
• Mentoring and developing talent in line with company programmes.

Qualifications

• Significant private client tax experience in a professional practice.
• Knowledge of private client tax and related advice.
• Experience in tax planning and advisory projects.
• Client relationship management skills.
• Business development experience.
• Team and project management skills.

Professional Qualifications

• Qualified Tax Advisor and/or Chartered Accountant

Key Competencies

• Judgment in service delivery, technical excellence, and timeliness.
• Technical leadership and competence maintenance.
• Relationship development and market opportunities.
• Leadership in continuous development and talent identification.

Additional Benefits

• Competitive salary, private medical insurance, life assurance, pension, hybrid working, generous holiday, and more.

We value diversity and are committed to an inclusive environment. Reasonable adjustments are available during the application process.